| 1 | RENAISSANCERE HOLDINGS LTD | $235.3M | 5.1M | Hold |
| 2 | FACTORY MUTUAL INSURANCE CO | $98.5M | 2.1M | Hold |
| 3 | Wealthspire Advisors, LLC | $70.4M | 1.5M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $66.4M | 1.4M | Trimmed |
| 5 | LPL Financial LLC | $55.1M | 1.2M | Added |
| 6 | AMERIPRISE FINANCIAL INC | $43.4M | 932,601 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $33.5M | 719,874 | Trimmed |
| 8 | MORGAN STANLEY | $23.5M | 504,163 | Added |
| 9 | Apollon Wealth Management, LLC | $22.5M | 484,187 | Added |
| 10 | Capital Investment Counsel, LLC | $19.9M | 428,189 | Added |
| 11 | LIBERTY SQUARE WEALTH PARTNERS LLC | $18.3M | 394,128 | Added |
| 12 | Cornerstone Planning Group LLC | $18.1M | 385,864 | Added |
| 13 | Savvy Advisors, Inc. | $17.4M | 373,840 | Added |
| 14 | Betterment LLC | $17.0M | 364,714 | Added |
| 15 | BlueStem Wealth Partners, LLC | $16.6M | 357,576 | New |
| 16 | IMA Advisory Services, Inc. | $13.6M | 293,361 | Trimmed |
| 17 | Cetera Investment Advisers | $13.4M | 288,508 | Trimmed |
| 18 | Boyd Wealth Management, LLC | $13.4M | 288,504 | New |
| 19 | Outlook Wealth Advisors, LLC | $11.5M | 247,330 | Trimmed |
| 20 | TL Private Wealth | $10.6M | 226,924 | Added |
| 21 | OSAIC HOLDINGS, INC. | $10.3M | 222,118 | Trimmed |
| 22 | MANNING & NAPIER ADVISORS LLC | $10.0M | 217,378 | Added |
| 23 | State of New Jersey Common Pension Fund D | $9.3M | 200,000 | Hold |
| 24 | RAYMOND JAMES FINANCIAL INC | $8.9M | 190,521 | Added |
| 25 | Private Advisor Group, LLC | $8.0M | 172,616 | Added |